Maloon Powers Pitre Higgins & Dennehy, LLC
Clone Performance
Aug 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 1 quarter. Past performance does not predict future results.
Portfolio Concentration
91 tracked positions · as of Jun 30, 2026Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 37.7% | $66,151,923 |
| Unclassified | 27.7% | $48,611,128 |
| Financial Services | 9.9% | $17,411,478 |
| Communication Services | 6.1% | $10,722,514 |
| Consumer Cyclical | 4.7% | $8,331,051 |
| Healthcare | 4.5% | $7,838,667 |
| Consumer Defensive | 3.5% | $6,197,772 |
| Industrials | 3.1% | $5,400,104 |
| Energy | 1.8% | $3,178,264 |
| Utilities | 1.0% | $1,798,364 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
First | 127,329 | $36,843,919 | 20.98% | |
| VIG |
Vanguard Dividend Appreciation ETF
|
First | 77,453 | $18,326,928 | 10.43% | |
| VBIL |
Vanguard 0-3 Month Treasury Bill ETF
|
First | 189,195 | $14,318,277 | 8.15% | |
| ORCL |
Oracle Corp
Technology
|
First | 53,390 | $7,824,304 | 4.45% | |
| SPY |
Spdr S&P 500 ETF Trust
|
First | 9,032 | $6,744,826 | 3.84% | |
| MSFT |
Microsoft Corp
Technology
|
First | 17,986 | $6,709,137 | 3.82% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 10,994 | $6,192,810 | 3.53% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
First | 67,778 | $4,829,182 | 2.75% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
First | 4,667 | $4,365,838 | 2.49% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 6,145 | $3,823,246 | 2.18% | |
| BCAL |
California BanCorp \ CA
Financial Services
|
First | 170,396 | $3,551,052 | 2.02% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 13,039 | $3,107,715 | 1.77% | |
| NVDA |
Nvidia Corp
Technology
|
First | 15,470 | $3,095,392 | 1.76% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
First | 6,399 | $2,691,419 | 1.53% | |
| CVX |
Chevron Corp
Energy
|
First | 16,165 | $2,679,510 | 1.53% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
First | 22,590 | $2,653,421 | 1.51% | |
| PWR |
Quanta Services, Inc.
Industrials
|
First | 3,221 | $2,319,248 | 1.32% | |
| V |
Visa Inc.
Financial Services
|
First | 6,657 | $2,283,950 | 1.30% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
First | 4,146 | $2,165,828 | 1.23% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 8,202 | $2,083,061 | 1.19% | |
| T |
At&T Inc.
Communication Services
|
First | 96,427 | $1,996,038 | 1.14% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 5,870 | $1,921,427 | 1.09% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
First | 20,909 | $1,727,919 | 0.98% | |
| AMAT |
Applied Materials Inc /De
Technology
|
First | 2,145 | $1,550,835 | 0.88% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
First | 25,282 | $1,440,568 | 0.82% | |
| VZ |
Verizon Communications Inc
Communication Services
|
First | 29,758 | $1,259,953 | 0.72% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
First | 1,971 | $1,144,973 | 0.65% | |
| LLY |
ELI LILLY & Co
Healthcare
|
First | 908 | $1,089,082 | 0.62% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
First | 2,820 | $994,557 | 0.57% | |
| ABBV |
AbbVie Inc.
Healthcare
|
First | 3,893 | $979,634 | 0.56% | |
| QCOM |
Qualcomm Inc/De
Technology
|
First | 5,137 | $949,266 | 0.54% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
First | 6,865 | $882,152 | 0.50% | |
| BIV |
Vanguard Intermediate-Term Bond ETF
|
First | 11,324 | $868,550 | 0.49% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
First | 1,809 | $863,924 | 0.49% | |
| ROST |
Ross Stores, Inc.
Consumer Cyclical
|
First | 3,201 | $681,332 | 0.39% | |
| ADI |
Analog Devices Inc
Technology
|
First | 1,704 | $676,777 | 0.39% | |
| AEP |
American Electric Power Co Inc
Utilities
|
First | 4,895 | $669,684 | 0.38% | |
| DIS |
Walt Disney Co
Communication Services
|
First | 6,764 | $651,035 | 0.37% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
First | 5,362 | $607,300 | 0.35% | |
| PCAR |
Paccar Inc
Industrials
|
First | 4,721 | $567,086 | 0.32% | |
| IBM |
International Business Machines Corp
Technology
|
First | 1,944 | $546,672 | 0.31% | |
| KEYS |
Keysight Technologies, Inc.
Technology
|
First | 1,533 | $536,657 | 0.31% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
First | 1,891 | $511,156 | 0.29% | |
| AJG |
Arthur J. Gallagher & Co.
Financial Services
|
First | 2,217 | $508,956 | 0.29% | |
| VXUS |
Vanguard Total International Stock ETF
|
First | 5,940 | $507,810 | 0.29% | |
| KLAC |
Kla Corp
Technology
|
First | 1,670 | $503,855 | 0.29% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
First | 3,648 | $498,754 | 0.28% | |
| INTC |
Intel Corp
Technology
|
First | 3,364 | $469,715 | 0.27% | |
| PANW |
Palo Alto Networks Inc
Technology
|
First | 1,341 | $457,307 | 0.26% | |
| MCK |
Mckesson Corp
Healthcare
|
First | 602 | $454,871 | 0.26% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.